MMA Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,152
Closed -$211K 140
2024
Q3
$211K Buy
2,152
+8
+0.4% +$785 0.06% 122
2024
Q2
$201K Sell
2,144
-32
-1% -$3K 0.09% 118
2024
Q1
$201K Sell
2,176
-97
-4% -$8.97K 0.09% 120
2023
Q4
$219K Buy
+2,273
New +$219K 0.12% 113
2022
Q4
Sell
-4,220
Closed -$405K 106
2022
Q3
$405K Buy
4,220
+2,233
+112% +$214K 0.35% 54
2022
Q2
$203K Buy
1,987
+2
+0.1% +$204 0.17% 90
2022
Q1
$203K Sell
1,985
-54
-3% -$5.52K 0.16% 97
2021
Q4
$234K Buy
2,039
+5
+0.2% +$574 0.17% 89
2021
Q3
$234K Buy
2,034
+3
+0.1% +$345 0.18% 81
2021
Q2
$235K Buy
2,031
+3
+0.1% +$347 0.18% 79
2021
Q1
$229K Buy
2,028
+206
+11% +$23.3K 0.2% 74
2020
Q4
$219K Buy
+1,822
New +$219K 0.21% 84